See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $456,236 | $97,744+366.8% | $103,476+340.9% | $145,922+212.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.32% | 25.41%-12.1pp | 23.90%-10.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $5,690 | $4,677+21.7% | $4,672+21.8% | $4,660+22.1% |
| Participant deferral / active EE | $16,740 | $6,603+153.5% | $6,623+152.8% | $6,688+150.3% |
| Admin fee / account holder | $1,957 | $12,515-84.4% | $9,413-79.2% | $13,397-85.4% |